Mike Sherman

Financial Planner @atomos wealth

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2018 — Present

Financial Planner @atomos wealth

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Previously Sanlam Wealth Planning) Dedicated, honest and diligent financial planning for my private clients - covering general financial health; investments; pensions; mortgages; insurance, and general planning including tax issues. It\'s a financial job per se, but ultimately financial planning is about people - understanding them from where they are now, and understanding their goals and plans for the future. Each individual is different, and everyone has a different financial story. Therefore, I work alongside my clients to create a bespoke service that delivers as much value and health to their financial lives as possible.

SKILLS

Life InsuranceInsurance BrokerageMusic ProductionCross-CulturalStrategic Financial PlanningConstructionIndependent Financial AdviceSalesCustomer ServiceReal EstateResidential MortgagesGuitarPianoBankingProperty LawMusicFinancial PlanningBtlsFacilities ManagementFinancial ServicesCritical IllnessMortgage LendingBrokerageInvestmentsPersonal Financial PlanningManagementNegotiation

ABOUT MIKE SHERMAN

Sharing my expertise and experience to serve my family, clients and community.

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Mike Sherman — Financial Planner at atomos wealth in Bristol, GB | Unifers